What kinds of custom software can Bosseo discuss with a law firm?+
Bosseo’s public Custom Software page describes client portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. The appropriate build depends on the bottleneck you describe and the proposed scope.
Do we need a technical requirements document before contacting Bosseo?+
Bosseo says a firm can describe its bottleneck in plain English and that the team will ask questions and turn the problem into a scoped build. You should still bring the workflow, records, users, systems and acceptance questions you want reviewed.
Can Bosseo connect a proposed tool to our existing systems?+
Bosseo describes connections to a firm’s website, intake, dashboard, CRM, case management and marketing stack. A specific connection should be confirmed during scoping, including the fields exchanged, error handling and any technical limitations.
How should our firm evaluate permissions?+
Separate users by responsibility and document what each group may view, add, edit, export or delete. Ask Bosseo which controls are included in the proposed build and how those controls will be tested. Do not assume that every build uses the same permission structure.
What should we ask about hosting and recovery?+
Bosseo describes hosting, monitoring, backups and ongoing maintenance for its custom tools. Ask for the specific backup, restoration, incident and maintenance arrangements attached to your proposed build. The public page does not state a universal uptime or recovery-time commitment.
How do we know whether custom software is appropriate?+
Custom software may be worth reviewing when a repeated manual process, an awkward handoff or a gap between systems is specific to your firm. Compare that option with an off-the-shelf product by documenting the required workflow, data, permissions, integrations, acceptance criteria and ongoing responsibilities.